VBK vs DFAC
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF).
5-Year PerformanceDFAC has outperformed VBK, delivering a return of +11.7% compared to +5.0%
VBK vs DFAC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBK
$39B
Winner
DFAC
$40B
Expense Ratio
Winner
VBK
0.05%
DFAC
0.17%
Max Drawdown
VBK
59.36%
Winner
DFAC
23.86%
Sharpe Ratio
VBK
1.50
Winner
DFAC
2.01
5Y Beta
VBK
1.18
Winner
DFAC
0.96
P/E Ratio
VBK
60.66
Winner
DFAC
25.31
Forward P/E
VBK
21.76
Winner
DFAC
18.29
5Y Dividends CAGR
VBK
12.10%
DFAC
N/A
5Y EPS CAGR
VBK
18.83%
Winner
DFAC
21.95%
Debt to Equity
VBK
28.21%
DFAC
N/A
P/S Ratio
VBK
2.85
Winner
DFAC
2.23
P/B Ratio
VBK
4.60
Winner
DFAC
3.81
VBK vs DFAC - Holdings Comparison
VBK and DFAC have 317 common holdings. Overlap is 8.42%
VBK's top 25 holdings weight is 18.04%. DFAC's top 25 holdings weight is 33.64%.
| Rank | VBK | DFAC |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | NVIDIA CORP (NVDA) - 5.38% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | APPLE INC (AAPL) - 4.75% |
| #3 | CIENA CORP (CIEN) - 0.90% | MICROSOFT CORP (MSFT) - 3.88% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | AMAZON.COM INC (AMZN) - 2.57% |
| #5 | NATERA INC (NTRA) - 0.87% | ALPHABET INC CLASS A (GOOGL) - 2.08% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #7 | FTAI AVIATION LTD (FTAI) - 0.82% | ALPHABET INC CLASS C (GOOG) - 1.54% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.82% | EXXON MOBIL CORP (XOM) - 1.04% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | JPMORGAN CHASE & CO (JPM) - 1.02% |
| #10 | COHERENT CORP (COHR) - 0.73% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #11 | ROYAL GOLD INC (RGLD) - 0.71% | ELI LILLY AND CO (LLY) - 0.91% |
| #12 | n/a (ASTS) - 0.71% | BROADCOM INC (AVGO) - 0.78% |
| #13 | WOODWARD INC (WWD) - 0.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% |
| #14 | n/a (FWONK) - 0.68% | VISA INC CLASS A (V) - 0.66% |
| #15 | MASTEC INC (MTZ) - 0.67% | CHEVRON CORP (CVX) - 0.66% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | MICRON TECHNOLOGY INC (MU) - 0.55% |
| #17 | ATI INC (ATI) - 0.65% | PROCTER & GAMBLE CO (PG) - 0.53% |
| #18 | EQT CORP (EQT) - 0.65% | MASTERCARD INC CLASS A (MA) - 0.52% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | COSTCO WHOLESALE CORP (COST) - 0.50% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | CISCO SYSTEMS INC (CSCO) - 0.45% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.52% | MERCK & CO INC (MRK) - 0.44% |
| #22 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.41% | WALMART INC (WMT) - 0.44% |
| #23 | FIVE BELOW INC (FIVE) - 0.41% | NETFLIX INC (NFLX) - 0.43% |
| #24 | PENUMBRA INC (PEN) - 0.40% | CATERPILLAR INC (CAT) - 0.43% |
| #25 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40% | ABBVIE INC (ABBV) - 0.43% |
| Total Holdings | 512 | 2016 |
VBK vs DFAC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBK
+8.31%
DFAC
+6.86%
3M
Winner
VBK
+7.39%
DFAC
+4.46%
6M
Winner
VBK
+15.27%
DFAC
+12.30%
1Y
Winner
VBK
+34.17%
DFAC
+31.66%
5Y(CAGR)
VBK
+5.00%
Winner
DFAC
+11.68%
10Y(CAGR)
VBK
+11.87%
DFAC
N/A
Max(CAGR)
VBK
+9.85%
Winner
DFAC
+11.68%
VBK vs DFAC - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VBK | DFAC |
|---|---|---|
| 2026 | +12.04% | +8.74% |
| 2025 | +8.29% | +15.76% |
| 2024 | +17.96% | +20.22% |
| 2023 | +22.53% | +22.46% |
| 2022 | -28.70% | -15.31% |
| 2021 | +7.63% | +9.52% |
| 2020 | +34.73% | N/A |
| 2019 | +33.46% | N/A |
| 2018 | -6.53% | N/A |
| 2017 | +21.21% | N/A |
| 2016 | +12.95% | N/A |
| 2015 | -2.40% | N/A |
| 2014 | +5.05% | N/A |
| 2013 | +34.65% | N/A |
| 2012 | +16.32% | N/A |
| 2011 | -3.15% | N/A |
| 2010 | +28.14% | N/A |
| 2009 | +38.51% | N/A |
| 2008 | -39.30% | N/A |
| 2007 | +10.06% | N/A |
| 2006 | +10.29% | N/A |
| 2005 | +10.57% | N/A |
| 2004 | +10.26% | N/A |
VBK vs DFAC Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The current VBK drawdown is -1.06%. The current DFAC drawdown is -0.16%.
| Rank | VBK | DFAC |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -23.11% Jan 4, 2022 - Dec 13, 2023 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -20.02% Dec 4, 2024 - Jul 3, 2025 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -8.49% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -8.27% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -5.82% Mar 28, 2024 - May 15, 2024 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -5.54% Nov 16, 2021 - Dec 27, 2021 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -4.82% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -4.49% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -3.87% Jul 12, 2021 - Jul 29, 2021 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -3.19% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -3.12% Jun 15, 2021 - Jun 25, 2021 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -2.97% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -2.75% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -2.59% Dec 27, 2023 - Jan 22, 2024 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -2.55% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between VBK and DFAC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2004 - 2026)
VBK vs DFAC dividend yield comparison.
| Year | VBK | DFAC |
|---|---|---|
| 2026 | 0.10% | 0.23% |
| 2025 | 0.54% | 0.97% |
| 2024 | 0.54% | 1.03% |
| 2023 | 0.68% | 1.20% |
| 2022 | 0.55% | 1.50% |
| 2021 | 0.36% | 0.88% |
| 2020 | 0.44% | 0.00% |
| 2019 | 0.57% | 0.00% |
| 2018 | 0.79% | 0.00% |
| 2017 | 0.82% | 0.00% |
| 2016 | 1.08% | 0.00% |
| 2015 | 0.98% | 0.00% |
| 2014 | 1.01% | 0.00% |
| 2013 | 0.65% | 0.00% |
| 2012 | 1.04% | 0.00% |
| 2011 | 0.55% | 0.00% |
| 2010 | 0.46% | 0.00% |
| 2009 | 0.40% | 0.00% |
| 2008 | 1.04% | 0.00% |
| 2007 | 0.58% | 0.00% |
| 2006 | 0.41% | 0.00% |
| 2005 | 0.37% | 0.00% |
| 2004 | 0.16% | 0.00% |
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